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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
+5%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$90.7B
AUM Growth
+$5.73B
Cap. Flow
+$2.5B
Cap. Flow %
2.75%
Top 10 Hldgs %
8.4%
Holding
3,692
New
521
Increased
1,724
Reduced
1,031
Closed
386

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$521M
2
BDX icon
Becton Dickinson
BDX
+$411M
3
GE icon
GE Aerospace
GE
+$361M
4
IBM icon
IBM
IBM
+$305M
5
PM icon
Philip Morris
PM
+$296M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$455M
2
NTES icon
NetEase
NTES
+$451M
3
MDT icon
Medtronic
MDT
+$398M
4
NVDA icon
NVIDIA
NVDA
+$348M
5
NFLX icon
Netflix
NFLX
+$332M

Sector Composition

Rank Sector Weight
1 Healthcare 16.06%
2 Technology 13.71%
3 Financials 10.21%
4 Industrials 9.72%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRHM
2751
DELISTED
CRH Medical Corporation
CRHM
$790K ﹤0.01%
298,200
-120,900
-29% -$270K
OPK icon
2752
Opko Health
OPK
$1.04B
$784K ﹤0.01%
159,991
-917,500
-85% -$5.32M
BNED icon
2753
Barnes & Noble Education
BNED
$417M
$778K ﹤0.01%
944
+751
+389% +$496K
TDTT icon
2754
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$777K ﹤0.01%
+31,913
New +$782K
APEX
2755
DELISTED
Apex Global Brands Inc. Common Stock
APEX
$775K ﹤0.01%
13,603
-680
-5% -$47.5K
HONE
2756
DELISTED
HarborOne Bancorp
HONE
$774K ﹤0.01%
72,518
+26,386
+57% +$284K
JAG
2757
DELISTED
Jagged Peak Energy Inc.
JAG
$773K ﹤0.01%
+49,000
New +$708K
VOLT
2758
DELISTED
Volt Information Sciences, Inc.
VOLT
$771K ﹤0.01%
202,800
+1,000
+0.5% +$3.53K
EMMS
2759
DELISTED
Emmis Communications Corp
EMMS
$771K ﹤0.01%
232,989
+12,555
+6% +$41.6K
XPLR
2760
DELISTED
Xplore Technologies Corp.
XPLR
$769K ﹤0.01%
270,600
+31,700
+13% +$101K
JVA icon
2761
Coffee Holding Co
JVA
$20.2M
$766K ﹤0.01%
179,900
+11,500
+7% +$48.5K
PID icon
2762
Invesco International Dividend Achievers ETF
PID
$917M
$766K ﹤0.01%
+46,300
New +$745K
STGW icon
2763
Stagwell
STGW
$2.29B
$766K ﹤0.01%
78,600
-106,000
-57% -$1.16M
TULP
2764
Bloomia Holdings
TULP
$17.2M
$764K ﹤0.01%
91,714
+5,528
+6% +$52.6K
VXRT
2765
DELISTED
Vaxart
VXRT
$762K ﹤0.01%
122,264
+13,765
+13% +$96.2K
TRNS icon
2766
Transcat
TRNS
$888M
$761K ﹤0.01%
53,394
+28,994
+119% +$389K
CGRN
2767
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$760K ﹤0.01%
98,657
-1,364
-1% -$12.1K
NXGN
2768
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
$758K ﹤0.01%
55,803
-30,973
-36% -$445K
ALPN
2769
DELISTED
Alpine Immune Sciences Inc
ALPN
$756K ﹤0.01%
67,500
+15,521
+30% +$169K
EWJ icon
2770
iShares MSCI Japan ETF
EWJ
$23.2B
$755K ﹤0.01%
+12,600
New +$740K
CORV
2771
DELISTED
Correvio Pharma Corp. Ordinary Shares (Canada)
CORV
$754K ﹤0.01%
486,613
+75,200
+18% +$121K
SKIS
2772
DELISTED
Peak Resorts, Inc.
SKIS
$754K ﹤0.01%
139,700
-10,100
-7% -$50.1K
SBB
2773
DELISTED
SUSSEX BANCORP
SBB
$754K ﹤0.01%
28,100
-4,300
-13% -$115K
UBP
2774
DELISTED
Urstadt Biddle Properties Inc.
UBP
$751K ﹤0.01%
44,300
-300
-0.7% -$5.4K
FGBI icon
2775
First Guaranty Bancshares
FGBI
$139M
$748K ﹤0.01%
36,179
+9,954
+38% +$205K
109 110
111
112 113

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Jim Simons's Q4 2017 Portfolio in Review

As of Q4 2017, Jim Simons held 3,692 positions worth $90.7B, up 6.7% from $85B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.

Jim Simons's Q4 2017 filing shows 521 new, 1,724 increased, 1,031 reduced and 386 closed positions. Its largest new stake was Alphabet (Google) Class C: 3,773,700 shares worth $197M. The largest sale was CR Bard Inc., an estimated $455M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 16% a quarter earlier, followed by Technology and Financials.

  • Jim Simons's largest Q4 2017 buy was Alphabet (Google) Class C: 3,773,700 shares worth $197M.
  • Jim Simons added most to ExxonMobil in Q4 2017, an estimated $521M increase.
  • Jim Simons's biggest Q4 2017 reduction was NetEase, cutting an estimated $451M.
  • Jim Simons fully exited CR Bard Inc. in Q4 2017, selling an estimated $455M.
  • Jim Simons's ten largest holdings make up 8.4% of its $90.7B portfolio in Q4 2017.
  • Jim Simons opened 521 new positions and closed 386 in Q4 2017.
  • Jim Simons's portfolio value rose 6.7% quarter-over-quarter to $90.7B.

Based on Renaissance Technologies's 13F filing for Q4 2017, filed 13 Feb 2018.